ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 417 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $938,715 | -6.0% | 10,434 | -2.2% | 0.06% | -4.5% |
| Q2 2023 | $998,915 | +8.9% | 10,668 | +2.1% | 0.07% | -6.9% |
| Q1 2023 | $917,276 | +5.6% | 10,450 | -1.0% | 0.07% | -6.5% |
| Q4 2022 | $868,810 | +20.7% | 10,554 | +11.2% | 0.08% | +14.9% |
| Q3 2022 | $720,000 | -55.5% | 9,493 | -56.2% | 0.07% | -56.5% |
| Q2 2022 | $1,619,000 | +93.7% | 21,649 | +150.7% | 0.15% | +126.5% |
| Q1 2022 | $836,000 | +4.1% | 8,634 | +14.1% | 0.07% | +6.2% |
| Q4 2021 | $803,000 | +2409.4% | 7,565 | +23540.6% | 0.06% | +1500.0% |
| Q3 2021 | $32,000 | -92.1% | 32 | -99.2% | 0.00% | -90.2% |
| Q2 2021 | $405,000 | +50.6% | 4,240 | +38.1% | 0.04% | +28.1% |
| Q1 2021 | $269,000 | +7.2% | 3,071 | +0.8% | 0.03% | -8.6% |
| Q4 2020 | $251,000 | – | 3,048 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 110,751 | $10,643,000 | 8.63% |
| SPINNAKER TRUST | 1,040,357 | $99,396,000 | 6.92% |
| Roof Eidam Maycock Peralta, LLC | 163,007 | $15,574,000 | 5.81% |
| Prostatis Group LLC | 64,499 | $6,162,264 | 4.21% |
| C-J Advisory, Inc. | 62,564 | $5,977,000 | 3.21% |
| Consolidated Planning Corp | 34,070 | $3,255,000 | 2.41% |
| Stewardship Advisors, LLC | 63,439 | $6,061,000 | 2.27% |
| Colorado Capital Management, Inc. | 25,647 | $2,990,000 | 2.01% |
| VERITY Wealth Advisors | 21,578 | $2,062,000 | 1.87% |
| Ellevest, Inc. | 174,836 | $16,703,000 | 1.66% |